Doomberg's long-standing answer to the AI datacenter power problem: don't wait for power plants, build the datacenter next to the gas field. Natural gas in one door, data out the other. No grid connection means no multi-year transmission permits. They drew this picture two years ago, and the logic has held up on every point except one: nothing has actually been built. Environmental rules tightened, and not a single marquee project has reached final investment decision (FID), the moment real money commits. Now a serious contender has appeared: Project Kilby, twice the size of the famous Stargate, backed by heavyweight companies, and just months from FID. Doomberg runs the numbers on what actually building it would do to oil and gas flows in the Permian Basin, America's biggest oilfield.
Why it matters · The bottleneck was never the gas or the turbines. It is the permit and the FID. Kilby is the first real test of whether off-grid compute is a thesis or a building.